Tag: Advisers Giving Back

From the moment Ken Catanella, managing director at the Catanella Institutional Consulting Team of UBS, came across a Little League...

The Boys & Girls Club of Milford is especially close to his heart.

Stephanie Hunt at Atlanta Retirement Partners is closely involved with the Food Bank of Northeast Georgia; she particularly enjoys donating...

Two causes that are close to Renee Scherzer’s heart are helping with animal rescues and supporting children in crisis—though her...

It’s no surprise that a charity fitness challenge involving cycling—and a great cause—quickly built momentum among advisers.

It was originally supposed to be a one-time thing, but at this point, Lanser has spent more than 17 years...

During and after his daughter’s career as an elite speed skater, Bruce Lanser at UBS has been volunteering his time...

Soraya Morris is a lead trainer at Envestnet | MoneyGuide. She formerly worked for a fee-only registered investment adviser and...

Among other efforts, the firm dedicates significant time and resources to causes that fight hunger and support financial literacy among...

The plight of rural community health care systems is a personal matter for the community in Albert Lea, Minnesota, and...

Some people are called to give back and invest in their local communities, while others are compelled to go farther...

Investing in the local community has been an important part of the firm’s identity from its founding in 1992, and...

As the firm’s founder, David Griffin, explains, retirement plan advisers have a particular skillset that can be very useful in...

One charity program Pensionmark supports is Partners in Education, which pairs young people with mentors from the business community to...

Founded by Florida-based financial adviser Jason Chepenik, the Smarter Tomorrow Foundation is on a long-term mission ‘to give every kid...

Now part of HUB International, the firm hopes to expand its giving to positively impact the lives of children in...

Though its giving efforts are expansive, the CAPTRUST Community Foundation’s vision is singular: 'Plain and simple, we want to enrich...